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Using Foundation Import Tool for Onboarding

The Foundation Import Tool allows you to quickly import some of your employees' information into your Foundation company file. 

Requirements

  • FileZilla or another SFTP Client - This resource assumes you are using Filezilla.
  • FSI (Foundation Soft Integration) Importer - This application can be installed with the assistance of Foundation Soft customer service.

Important Notes

While not required, the following information can help with smooth Onboarding to Foundation data imports:

  • Some Foundation Soft company files should have the following ethnicities listed/entered. If not, you will receive BLANK for ethnicity in Foundation Soft.
    • PAC - Pacific Islander
    • TWO - Two or more races.
  • Three files can be created for you to download from your SFTP:
    • Import - The primary file to import with the FSI importer. Contains your employee information from Onboarding. 
    • Contact - Contains emergency contact information and is intended for review purposes without needing to login to Onboarding. Data is typically entered into Foundation manually. 
    • Rehire - Intended for review purposes when employees are rehired and are intended for review purposes without needing to login to Onboarding. Check if the employees' SSN and DOB match to confirm rehires.  Data is typically entered manually to update existing information in Foundation. 

Video Tutorial

The video embedded below will help you with the steps of downloading your files from your SFTP and uploading the file to Foundation with the FSI Importer. 

Written Tutorial

The following instructions will help with setting up FileZilla, downloading the files from your SFTP, and importing the file(s) into your Foundation company file. 

Setting Up FileZilla

  1. Open FileZilla.
  2. Go to File and click Site Manager.

    ONB_-_FSI_Import_-_00.png

  3. Click New site towards the bottom left. Enter a name for the site or keep the default 'New Site'. It can be renamed later.

    ONB_-_FSI_-_New_Site_-_00.png

  4. Select "SFTP - SSH File Transfer Protocol" from the Protocol drop-down menu towards the top-right.

    ONB_-_FSI_-_New_Site_-_01.png

  5. Set up the credentials for the new site:
    • Enter "sftp.birddoghr.com" in the Host field and "22" in the Port field.
    • Enter the SFTP Username and Password as provided by Arcoro.

    ONB_-_FSI_-_New_Site_-_02.png

  6. Click Connect to save and connect immediately to the SFTP or click OK to save for later. 

    ONB_-_FSI_-_New_Site_-_03.png

After setting up and saving your site, it will be ready for future use from the "Site Manager" menu.

Downloading Your Files

  1. Arcoro will contact you via email when there is a file waiting to be downloaded with your SFTP client.
  2. Open FileZilla. Go to File and click Site Manager. Select the site/server and click Connect

    ONB_-_FSI_Import_-_00.png

    ONB_-_FSI_Import_-_01.png

  3. The left-hand side will show your local folders & files.

    ONB_-_FSI_Import_-_02.png

  4. The right-hand side will show you the folders & files of the site/server that you are connected to. 

    ONB_-_FSI_Import_-_03.png

  5. Select the files to download. The file names generally begin with Import, Contact, and/or Rehire and will contain the date timestamp. Double-click the file(s) to download them to the selected local folder. 

    ONB_-_FSI_Import_-_04.png

  6. Go to Server and click Disconnect to disconnect from the server after you are finished downloading the file(s).

    ONB_-_FSI_Import_-_05.png

Using FSI Importer

  1. Open FSI Importer.
  2. Select "Employee" from the "Choose Importer Type" drop-down menu. Enter your Foundation login information and select your Foundation database. Click Connect.

    ONB_-_FSI_Import_-_08.png

  3. Once connected, select the company that you will be importing into with the "Select Company" drop-down.

    ONB_-_FSI_Import_-_09.png

  4. Click Select for "Employee Source File" and select the files you downloaded from the SFTP. Click Preview and Validate Source towards the bottom right.

    ONB_-_FSI_Import_-_12.png

  5. Select "Employees" from the "Record Type" drop-down menu. The data from the file should populate the window. Click Validate towards the bottom right to validate the data from the selected file.

    ONB_-_FSI_Import_-_11.png

    ONB_-_FSI_Import_-_17.png

  6. Towards the bottom left will be a warning if there are any validation errors due to data not being recognized in your import file. You can click into any of the provided fields to update the information so Foundation can validate and accept it. Data that needs to be corrected are generally highlighted in orange. You can click Validate again after correcting the data until there are no further validation errors

    ONB_-_FSI_Import_-_13.png

    ONB_-_FSI_Import_-_14.png

  7. When the data has been successfully validated, the "Import" button should become clickable. Click Import to import your data. 

    ONB_-_FSI_Import_-_15.png

Troubleshooting

If you are encountering any issues when trying to import your file from Onboarding, please refer to the dedicated troubleshooting article.

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